Founder's Strategic Executive Assistant

The Sales Centre co; Gqeberha; On-site; ZAR 162,000 - 195,000; Full time

Job summary

The Sales Centre co is seeking an exceptional Executive Personal Assistant to support the Founder and Principal Adviser. This in-office role is based in Port Elizabeth (Gqeberha) or Cape Town, with UK business hours (8:30am-5pm).

You will orchestrate diaries, coordinate client workflows and manage confidential information to keep the adviser focused. You'll drive operational processes, maintain CRM records, prepare client-ready summaries and collaborate with a growing team.

Qualifications

• Strong attention to detail and reliability.
• Experience managing multiple priorities in regulated or professional services environments.
• Confidence to own tasks with limited day-to-day direction.
• Excellent written and verbal communication in clear, plain English.
• Trustworthy with confidential information.

Responsibilities

• Strategic diary management for client meetings and planning
• Inbox triage and routing to the right team
• Meeting prep with agendas, documents and actions
• Handle confidential client and business information
• Coordinate end-to-end client journey across mortgages and investments
• Provide client updates in plain English
• Coordinate client feedback after successful completions
• Maintain operational dashboards and KPIs
• Assign and monitor tasks across one-off and recurring items
• Liaise with providers to progress cases
• Maintain CRM records and document filing
• Coordinate marketing tasks: blogs, website updates, newsletters
• Prepare client-friendly summaries in the firm's tone
• Support compliance and governance documentation

Skills

Attention to detail

Ownership

Prioritization

Communication skills

Discretion

Job description

The Sales Centre co is seeking an exceptional Executive Personal Assistant to support the Founder and Principal Adviser. This in-office role is based in Port Elizabeth (Gqeberha) or Cape Town, with UK business hours (8:30am-5pm).

You will orchestrate diaries, coordinate client workflows and manage confidential information to keep the adviser focused. You'll drive operational processes, maintain CRM records, prepare client-ready summaries and collaborate with a growing team.